The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
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2023 Medicaid Planning – What’s New and What Needs to be Reviewed
March 28 @ 9:00 am – 1:00 pm
Last Minute Medicaid Techniques: Come learn How To:
- Protect the primary residence for married and single folks;
- Make countable rental property non-countable
- Make countable vacation property non-countable
- Protect life insurance policies (whole life vs. term life)
- Protect excess resources through Medicaid annuities and pooled trusts.
- Differentiate Countable vs. non-countable assets
- Deal with the caretaker child exception, related rules, and recent fair hearing decisions
- Medicaid liens operate and how they can actually be a good thing
- The five year lookback period operates and related exceptions vs. the penalty period;
- Special needs trusts and sole benefit trusts operations
- Special needs trusts and sole benefit trusts operations
Drafting & Taxation of Irrevocable Income Only Trusts: Come learn How To:
- Draft irrevocable trusts to withstand MassHealth’s scrutiny;
- Frequent arguments made by MassHealth
- Eligibility operations memo 20-04
- Recent Fair Hearing Decisions and SJC Cases
- Limited power of appointment
- Grantor trust rules for income tax purposes
- 26 U.S.C. section 1014 (a) and step up in basis works with these trusts
- Gift tax consequences of these trusts 26 CFR Section 25.2511(c)
- Estate tax consequences of these trusts including drafting of the marital and remainder shares to both protect assets and shelter for estate taxes;
- Eligibility operations memo 19-12 re-defining calculation of life
Testamentary Trusts, IRAs, and Life Insurance:
- How trust and transfer rules apply to testamentary trusts, how to draft them, and how they operate;
Tuition: $325.00 includes Print or PDF Materials
CEU .4
To register call 978-468-6528 or download and fax registration form below
2023 Reservation FormAll Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.